{"podcast":{"title":"Halftime Report","slug":"halftime-report-40380","podcast_index_feed_id":40380,"rss_url":"https://feeds.simplecast.com/qltQrd_8","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/b10a8a0c-90b8-48af-9b2d-243b9f285f8a/3000x3000/halftime-report-podcast-cover-art-3000x3000-v04.jpg?aid=rss_feed","author":"CNBC","episode_count":1499,"summary":"Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.","last_synced_at":"2026-07-23T08:17:52.842845+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380"},"episode":{"title":"Managing a Portfolio Full of Winners 6/4/26","slug":"managing-a-portfolio-full-of-winners-6-4-26","published_at":"2026-06-04T17:23:10+00:00","page_url":"https://stenobird.com/podcast/halftime-report-40380/managing-a-portfolio-full-of-winners-6-4-26","show_page_url":"https://stenobird.com/podcast/halftime-report-40380","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/26b7b638-4673-47c3-a344-1eb24efbcfff/episodes/81522f08-7d30-47b5-89b3-85a4ceac5777/audio/128/default.mp3?aid=rss_feed&awCollectionId=26b7b638-4673-47c3-a344-1eb24efbcfff&awEpisodeId=81522f08-7d30-47b5-89b3-85a4ceac5777&feed=qltQrd_8","summary":"Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus, the desk share their latest portfolio moves. And later, we look ahead to the Space X IPO, Leslie Picker joins us with the latest. Investment Committee Disclosures","meta_description":"Scott Wapner and the Investment Committee debate whether you should stick with the winners in the market or rotate out of these high-flying stocks. Plus,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2825,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/halftime-report-40380/episodes/managing-a-portfolio-full-of-winners-6-4-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/halftime-report-40380/managing-a-portfolio-full-of-winners-6-4-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}